Custodial Data Integrations
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      Updating a Custodian ID

      How to add a custodian ID to a new advisor added or change ID's.

       Hover over your initials and select Settings.
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      Click the Custodian Id's button.
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      Choose the advisor you want to update and click the Submit button.

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      Enter or change custodian IDs for the advisor and click the Update Advisor Ids button.

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      Notes: You will see the previous advisor's IDs until you click the Submit button.